HC

Hutchinson Capital Management/ca

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$5.4億

申報季度: 2026-03-31 · 持股檔數: 97

HUTCHINSON CAPITAL MANAGEMENT/CA在最新一期 13F 報告中揭露了 97 項持股，申報期為 2026-03-31，總持股市值約為 US$5.4億，季度換手率為 23.5%。

瀏覽其他1 億至 10 億美元機構瀏覽其他以「H」開頭的機構

機構性格雪花圖

集中度
12.44
持倉穩定性
23.52
動能／逆勢
100
產業集中度
62.21
多樣化
100
倉位均衡度
85.72

近期動向

  • 減碼 SBUX

    -97.4%　-US$1308.2萬

  • 減碼 GOOGL

    -21.8%　-US$1231.9萬

  • 減碼 BAC

    -22.5%　-US$950.0萬

  • 加碼 XOM

    -0.8%　US$621.3萬

  • 加碼 VLO

    -1.6%　US$449.1萬

  • 加碼 ZTS

    +49.3%　US$379.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1BRK-BBerkshire Hathaway Inc-cl B股票-其他6.31%+0.08%-0.99%
2GOOGLAlphabet Inc-cl A股票-通訊服務5.79%-1.72%-21.75%
3AAPLApple INC股票-科技5.46%-0.08%-1.48%
4MSFTMicrosoft CORP股票-科技4.75%-0.79%+4.56%
5XOMExxon Mobil CORP股票-能源4.01%+1.33%-0.83%
6BACBank Of America CORP股票-金融3.83%-1.37%-22.49%
7PGRProgressive CORP股票-金融3.70%-0.29%-0.85%
8MTBASimplify Mbs ETFETF-其他3.45%+0.55%+13.00%
9JJacobs Solutions INC股票-工業3.22%+0.03%-1.98%
10DUHPDimensional US High Profi EtETF-其他3.03%+0.11%+0.17%
11BHRBBurke & Herbert Financial Se股票-其他2.95%——
12MKLMarkel Group INC股票-金融2.87%-0.16%-0.88%
13WRBWr Berkley CORP股票-金融2.84%+0.02%-0.88%
14AMZNAmazon.com INC股票-循環性消費2.83%+0.26%+14.01%
15HUBBHubbell INC股票-工業2.78%+0.40%-1.43%
16WATWaters CORP股票-醫療保健2.57%-0.54%-1.50%
17VRSNVerisign INC股票-科技2.55%—-2.24%
18VLOValero Energy CORP股票-能源2.50%+0.94%-1.61%
19DFAUDimensional US Core Equity METF-其他2.46%-0.14%-8.33%
20ZTSZoetis INC股票-醫療保健2.43%+0.81%+49.25%
21AVGOBroadcom INC股票-科技2.43%+2.43%NEW
22ADBEAdobe INC股票-科技2.41%-0.19%+24.20%
23COFCapital One Financial CORP股票-金融2.38%-0.61%-1.44%
24ACNAccenture plc股票-科技1.90%-0.48%+0.83%
25DFAIDimensional International CoETF-其他1.89%+0.27%+6.69%
26WFCWells Fargo & Co股票-金融1.35%-0.16%-2.19%
27NVONovo-nordisk A/s-spons Adr股票-醫療保健1.31%-0.43%-2.76%
28DCREDbl Comm Real Est DebtETF-其他1.22%+0.26%+17.98%
29DFACDimensional US Core Equity 2ETF-其他1.20%+0.29%+26.36%
30VTIPVanguard Short-term TipsETF-其他1.13%+0.31%+27.59%
31SCHOSchwab Short-term US TreasETF-其他1.07%+0.36%+42.13%
32DCORDimensional US Core Eq 1 ETFETF-其他0.67%+0.36%+107.25%
33CVXChevron CORP股票-能源0.65%+0.20%-0.04%
34DFAEDimensional Emerging Core EqETF-新興市場0.61%+0.11%+10.68%
35DIHPDimensional International HiETF-其他0.61%—+3.31%
36DFAXDimensional World Ex US CoreETF-其他0.61%+0.29%+73.64%
37SCHRSchwab Intermediate-term USETF-其他0.56%+0.19%+39.31%
38GLDMSpdr Gold Minishares TrustETF-避險與商品0.43%——
39DFATDimensional US Target ValueETF-其他0.42%+0.07%+5.75%
40IAUIshares Gold TrustETF-避險與商品0.37%——
41DFSIDimensional Int Sus Cor1 ETFETF-其他0.36%—+0.33%
42SCHPSchwab U.s. Tips ETFETF-其他0.33%—+11.53%
43JNJJohnson & Johnson股票-醫療保健0.31%+0.06%—
44BABoeing Co/the股票-工業0.28%——
45SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.26%-0.07%-22.27%
46GLWCorning INC股票-科技0.26%+0.10%—
47PGProcter & Gamble Co/the股票-非循環性消費0.25%—-4.70%
48JPMJpmorgan Chase & Co股票-金融0.25%-0.02%-6.17%
49EWUIshares Msci United KingdomETF-其他0.23%——
50COSTCostco Wholesale CORP股票-非循環性消費0.22%—-0.16%
1–50 of 97

本季持股變動

Hutchinson Capital Management/ca 在 2026-03-31 最顯著的持倉異動： 新建倉: Broadcom INC (AVGO); 清倉: Diageo Plc-sponsored Adr (DEO); 新建倉: Horizon Kinetics Infl Benef (INFL); 新建倉: Phillips 66 (PSX); 清倉: General Electric (GE).

Hutchinson Capital Management/ca 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1XOMExxon Mobil CORP+1.3%-0.83%減碼
2VLOValero Energy CORP+0.9%-1.61%減碼
3ZTSZoetis INC+0.8%+49.25%加碼
4MTBASimplify Mbs ETF+0.6%+13.00%加碼
5HUBBHubbell INC+0.4%-1.43%減碼
6DCORDimensional US Core Eq 1 ETF+0.4%+107.25%加碼
7SCHOSchwab Short-term US Treas+0.4%+42.13%加碼
8VTIPVanguard Short-term Tips+0.3%+27.59%加碼
9DFAXDimensional World Ex US Core+0.3%+73.64%加碼
10DFACDimensional US Core Equity 2+0.3%+26.36%加碼
11DFAIDimensional International Co+0.3%+6.69%加碼
12DCREDbl Comm Real Est Debt+0.3%+17.98%加碼
13AMZNAmazon.com INC+0.3%+14.01%加碼
14CVXChevron CORP+0.2%-0.04%減碼
15SCHRSchwab Intermediate-term US+0.2%+39.31%加碼
16DUHPDimensional US High Profi Et+0.1%+0.17%加碼
17DFAEDimensional Emerging Core Eq+0.1%+10.68%加碼
18GLWCorning INC+0.1%—不變
19BRK-BBerkshire Hathaway Inc-cl B+0.1%-0.99%減碼
20DFATDimensional US Target Value+0.1%+5.75%加碼
21JNJJohnson & Johnson+0.1%—不變
22JJacobs Solutions INC0%-1.98%減碼
23WRBWr Berkley CORP0%-0.88%減碼
24JPMJpmorgan Chase & Co0%-6.17%減碼
25SPYSs Spdr S&p 500 ETF Trust-us-0.1%-22.27%減碼
26VOOVanguard S&p 500 ETF-0.1%-52.81%減碼
27AAPLApple INC-0.1%-1.48%減碼
28DFAUDimensional US Core Equity M-0.1%-8.33%減碼
29MKLMarkel Group INC-0.2%-0.88%減碼
30WFCWells Fargo & Co-0.2%-2.19%減碼
31ADBEAdobe INC-0.2%+24.20%加碼
32PGRProgressive CORP-0.3%-0.85%減碼
33NVONovo-nordisk A/s-spons Adr-0.4%-2.76%減碼
34ACNAccenture plc-0.5%+0.83%加碼
35WATWaters CORP-0.5%-1.50%減碼
36COFCapital One Financial CORP-0.6%-1.44%減碼
37MSFTMicrosoft CORP-0.8%+4.56%加碼
38BACBank Of America CORP-1.4%-22.49%減碼
39GOOGLAlphabet Inc-cl A-1.7%-21.75%減碼
40SBUXStarbucks CORP-2.2%-97.39%減碼
41AVGOBroadcom INC—NEW新建倉
42DEODiageo Plc-sponsored Adr—EXIT清倉
43INFLHorizon Kinetics Infl Benef—NEW新建倉
44PSXPhillips 66—NEW新建倉
45GEGeneral Electric—EXIT清倉
46BMYBristol-myers Squibb Co—NEW新建倉
47AXPAmerican Express Co—EXIT清倉
48SCHWSchwab (charles) CORP—EXIT清倉
49RTXRtx CORP—EXIT清倉
50GLDSpdr Gold Shares—NEW新建倉

FAQ

Hutchinson Capital Management/ca 是什麼機構？屬於哪種投資人類型？
Hutchinson Capital Management/ca 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$5.4億，分佈在 97 個已申報部位之中。
Hutchinson Capital Management/ca 目前前幾大持股有哪些？
根據最新 13F 申報，Hutchinson Capital Management/ca 按市值排列的前幾大持股為： 1. Berkshire Hathaway Inc-cl B (BRK-B) — US$3432.4萬 (6.3%) 2. Alphabet Inc-cl A (GOOGL) — US$3150.3萬 (5.8%) 3. Apple INC (AAPL) — US$2970.0萬 (5.5%) 4. Microsoft CORP (MSFT) — US$2585.4萬 (4.8%) 5. Exxon Mobil CORP (XOM) — US$2181.7萬 (4.0%)
Hutchinson Capital Management/ca 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Hutchinson Capital Management/ca 共進行了 48 項顯著調整：新建倉 5 個部位、加碼 17 個既有持股、減碼 21 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：新建倉: Broadcom INC (AVGO); 清倉: Diageo Plc-sponsored Adr (DEO); 新建倉: Horizon Kinetics Infl Benef (INFL); 新建倉: Phillips 66 (PSX); 清倉: General Electric (GE)
Hutchinson Capital Management/ca 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Hutchinson Capital Management/ca 的主要板塊分佈如下： • Financials: 31.8% • Information Technology: 26.7% • Energy: 9.6% • Health Care: 9.4% • Industrials: 9.0% • Communication Services: 8.1%

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